December 2024
When it comes to planning for your children and grandchildren, fairness can be a complex goal, especially in families where...
December 2024
When it comes to planning for your children and grandchildren, fairness can be a complex goal, especially in families where some children have children of their own, while others do not. Balancing your wishes for equality with the unique circumstances of each family member requires careful thought and creative strategies. Below, we will explore some […]
C3 Financial Partners
November 2024
Family businesses have long been romanticized as legacies handed down from one generation to the next. However, the reality is...
October 2024
Have you given any thought to the concept of “heir quality?” We frequently encounter clients who want to ensure that...
September 2024
Recently, we had a conversation with a successful, self-made, now-retired client who joked his new job was doing the planning...
August 2024
Estate planning is often perceived as a complex and intimidating task, but it is an essential process designed to distribute...
July 2024
Buy-sell agreements are crucial tools in the realm of business continuity planning. These agreements ensure the seamless transition of ownership...